Institutional Ownership Spdr Bloomberg Convertible Sec (CWB)
This table provides information about the institutional ownership of Spdr Bloomberg Convertible Sec (CWB). We have compiled data on the 552 institutions that hold shares in the stock, with a total of 39.2 Million shares, which have been reported (via 13F filing form) to have a value of $3.13 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Minot Wealth Management LLC
|
Jul 12, 2022 Q2 2022 |
16,575
shares
|
$1.32 Million
0.28% of portfolio
|
Q2 2022
Reduced 12.63%
|
|
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
Feb 12, 2025 Q4 2024 |
16,480
shares
|
$1.32 Million
0.45% of portfolio
|
Q4 2024
Added 7.85%
|
|
|
Sanford Advisory Services, LLC
|
Feb 07, 2023 Q4 2022 |
16,319
shares
|
$1.3 Million
0.25% of portfolio
|
Q4 2022
Added 1.6%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Feb 11, 2025 Q4 2024 |
16,178
shares
|
$1.29 Million
0.11% of portfolio
|
Q4 2024
Added 17.48%
|
|
|
Kraematon Investment Advisors, Inc
|
Jan 15, 2025 Q4 2024 |
16,078
shares
|
$1.28 Million
1.32% of portfolio
|
Q4 2024
Reduced 14.71%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
15,872
shares
|
$1.27 Million
0.04% of portfolio
|
Q3 2022
Added 0.37%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Jan 27, 2025 Q4 2024 |
15,135
shares
|
$1.21 Million
0.09% of portfolio
|
Q4 2024
Reduced 1.62%
|
|
|
Ascendant Capital Management, LLC
Los Angeles, CA |
May 15, 2023 Q1 2023 |
15,000
shares
|
$1.2 Million
1.34% of portfolio
|
Q1 2023
New holding
|
|
|
Prelude Capital Management, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
15,000
shares
|
$1.2 Million
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Kades & Cheifetz LLC
Berwyn, PA |
Jan 13, 2025 Q4 2024 |
14,657
shares
|
$1.17 Million
0.58% of portfolio
|
Q4 2024
Reduced 0.3%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
14,637
shares
|
$1.17 Million
0.0% of portfolio
|
Q3 2022
Reduced 3.56%
|
|
|
Dark Forest Capital Management LP
Weston, CT |
Feb 14, 2025 Q4 2024 |
14,606
shares
|
$1.17 Million
0.18% of portfolio
|
Q4 2024
Reduced 2.7%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
14,479
shares
|
$1.16 Million
0.0% of portfolio
|
Q4 2024
Added 57.93%
|
|
|
Patten Group, Inc.
|
Feb 06, 2025 Q4 2024 |
14,462
shares
|
$1.16 Million
0.26% of portfolio
|
Q4 2024
Reduced 27.73%
|
|
|
Midwest Professional Planners, Ltd.
Wausau, WI |
Feb 10, 2025 Q4 2024 |
14,433
shares
|
$1.15 Million
0.35% of portfolio
|
Q4 2024
Reduced 71.63%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
14,299
shares
|
$1.14 Million
0.01% of portfolio
|
Q4 2024
Added 5.68%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Feb 12, 2025 Q4 2024 |
14,252
shares
|
$1.14 Million
0.03% of portfolio
|
Q4 2024
Reduced 0.26%
|
|
|
Lfa Lugano Financial Advisors Sa
|
Feb 10, 2025 Q4 2024 |
13,981
shares
|
$1.12 Million
0.72% of portfolio
|
Q3 2023
Reduced 36.76%
|
|
|
Icapital Wealth LLC
Walnut Creek, CA |
Feb 07, 2025 Q4 2024 |
13,400
shares
|
$1.07 Million
0.62% of portfolio
|
Q3 2023
Reduced 21.06%
|
|
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
Feb 04, 2025 Q4 2024 |
13,317
shares
|
$1.06 Million
0.55% of portfolio
|
Q4 2024
New holding
|
|
|
Occidental Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
13,184
shares
|
$1.05 Million
0.16% of portfolio
|
Q4 2024
Reduced 5.69%
|
|
|
L.M. Kohn & Company
|
Jan 30, 2025 Q4 2024 |
13,056
shares
|
$1.04 Million
0.27% of portfolio
|
Q4 2024
Reduced 3.03%
|
|
|
Calamos Advisors LLC
|
Jan 24, 2025 Q4 2024 |
13,015
shares
|
$1.04 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Exchange Traded Concepts, LLC
|
Jan 21, 2025 Q4 2024 |
12,975
shares
|
$1.04 Million
0.02% of portfolio
|
Q4 2024
Added 87.5%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
12,798
shares
|
$1.02 Million
0.0% of portfolio
|
Q3 2022
Reduced 2.29%
|